This white paper considers the kinds of communication that take place between an accountancy practice and its clients. What are the characteristics of successful client communication and how does a client portal compare to email and online file-sharing? Includes case studies from five Wolters Kluwer customers who have implemented portal solutions for a variety of reasons.
The report considers five characteristics of successful communication channels and, for each one, it compares email/file-sharing to a dedicated client portal approach:
- The ability to manage client relations
- Integration with existing systems
- The visibility of information across the practice
- Ease of administration and control
Wolters Kluwer customers talk about how CCH Portal has helped their practices.
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